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Summit Trail Advisors, LLC: MUSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on MUSA, newest first. How the timeline and the estimate are built.

Summit Trail Advisors, LLC held 949 MUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 949 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $511,388.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,213 shares
    Change vs previous 13F -593 shares

    0.01% of the 13F portfolio, value $599,186.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,806 shares
    Change vs previous 13F -108 shares

    0.01% of the 13F portfolio, value $728,757.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,914 shares
    Change vs previous 13F +1,122 shares

    0.01% of the 13F portfolio, value $743,130.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $322,186.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).